Use when migrating an existing Einstein Bot (legacy or Enhanced) to Agentforce: feature mapping, conversation design translation, cutover planning, hybrid bot/agent architecture,…
Use when auditing a Salesforce org for technical debt: dead code, unused automations, overlapping Flow and Apex triggers, deprecated features, configuration complexity, and legacy…
Reason about when a Flow is inside the caller's transaction vs starts its own. Pick Before-Save vs After-Save vs Async Path vs Pause + Resume when transaction boundaries matter.
Use when planning, reviewing, or troubleshooting a Salesforce data migration — covering tool selection (Data Loader, Bulk API 2.0, MuleSoft, Informatica, Jitterbit), migration…
Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging.
Migrate Workflow Rules to record-triggered Flows: field update mapping, email alert migration, outbound message alternatives using Flow Core Actions, time-based workflow…
Use when designing, implementing, or reviewing Salesforce REST API integration — covering CRUD operations on sObjects, SOQL-based queries, paginated result sets, Composite…
Enforce change quality via PR templates, required reviews, metadata ownership, and automated checks. NOT for branching model selection.
Configure and troubleshoot Salesforce Case Escalation Rules: setting up time-based escalation entries, business hours configuration, escalation actions (email alerts and…
Use when designing or reviewing org-wide large data volume (LDV) concerns: query optimizer behavior and selectivity, custom indexes and skinny tables, sharing and ownership skew,…
Control LLM spend and Apex governor exposure for high-traffic Agentforce agents via per-user token budgets and graceful fallback. NOT for API rate-limiting of REST endpoints.
Use when planning or executing metadata deployments for Financial Services Cloud (FSC) — including Person Account enablement sequencing, Account record-type ordering, Compliant…
Use when writing Apex triggers on the Case object — specifically for invoking assignment rules programmatically, auto-associating entitlements in a trigger, handling merge trigger…
Use when building, reviewing, or troubleshooting a custom Lightning Web Component that runs inside a Flow screen element, covering @api props exposed to Flow,…
Use when gathering, designing, or validating the end-to-end quote-to-cash process on standard Salesforce: Opportunity to Quote (with line items) to Synced Quote to Approval…
Use when designing or reviewing schedule-triggered flows for recurring automation, replacement of time-based workflow patterns, bounded record selection, idempotent processing,…
Use when preparing a Salesforce metadata deployment for production and need a structured gate-check before releasing.
Assessing metadata type coverage across Salesforce deployment channels (Metadata API, SFDX, unlocked packages, managed packages) and mapping component dependency graphs using…
Configure and operate NPSP Gift Entry: gift entry templates, batch gift entry, payment processing, donation allocation, and receipting workflows.
Use when designing or customizing industry-specific guided processes in Salesforce Industries clouds: insurance claims lifecycle (FNOL through closure), telecom order management…
Use when configuring Salesforce Maps (formerly MapAnything) — territory planning, route optimization, live tracking, geo-grid visualizations, and check-in/check-out workflows for…
Cross-object DML in Flow: updating parent from child or child from parent via Get/Update Records, lookup traversal in formulas, and bulkification.
Use when extracting reusable Flow logic into subflows, defining input and output variables, keeping parent flows maintainable, and sharing common automation contracts across…
Author NULL-safe, type-correct, performance-aware Formula resources and condition expressions in Flow: lazy re-evaluation, BLANKVALUE/ISBLANK guards, ISPICKVAL vs =,…
Use when authoring, reviewing, or maintaining Salesforce DevOps operational documents — runbooks, environment matrices, deployment guides, and post-deploy validation checklists.
Use when selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires…
Omni-Channel analytics data: agent work records, queue metrics, capacity utilization, wait time reporting. NOT for admin routing setup.
Sharing records programmatically via Apex: Share objects, row cause, sharing recalculation, with/without sharing patterns.
Use when building, reviewing, or debugging outbound Apex HTTP callouts, Named Credentials, request/response handling, timeout behavior, or mock-based tests.
Use when designing or implementing volunteer management in Salesforce for nonprofits using NPSP or Nonprofit Cloud — covers V4S managed package objects vs.
Use when Apex must read, interpret, or deploy Custom Metadata Type configuration, or when deciding between Custom Metadata Types, Custom Settings, and Custom Labels.
Use when an ISV partner is wiring license enforcement, trial provisioning, or feature-flag distribution into a managed package — covers License Management App (LMA) install and…
Use when writing, reviewing, or designing Apex triggers. Triggers: 'trigger', 'trigger handler', 'trigger framework', 'recursion', 'before insert', 'after update', 'one trigger…
Use when designing or implementing a cross-cutting Apex error handling framework: custom exception hierarchies, rollback-safe logging via Platform Events, BatchApexErrorEvent…
Use when an LWC navigates via NavigationMixin to records or pages that may no longer exist, lack the user's access, or be permanently moved.
Use when migrating product catalog data into Salesforce B2B Commerce — covers category hierarchy, product attributes, images, pricing, and variant structure using the Commerce…
Use when enrolling records in Sales Engagement cadences from Apex, logging call outcomes on cadence steps, customizing cadence step actions via Apex, or consuming cadence…
Use when you need to extend `lightning-datatable` with custom cell renderings: status pills, progress bars, image thumbnails, action cells, editable pickliststo, rich-text, or any…
Use when an LWC needs a stable, typed handle to a specific DOM element it owns — focusing inputs, imperatively validating a known form field, invoking a `@api` method on a child…
Use when designing or reviewing OmniStudio security across OmniScripts, Integration Procedures, DataRaptors, custom LWCs, Apex actions, guest-user exposure, and outbound HTTP…
Use when testing, evaluating, or building regression suites for Agentforce agents: conversation testing in Agent Builder, topic coverage and utterance testing, Testing API and…
Design input validation inside Screen Flow screens using component-level <validationRule> (formula + errorMessage), isRequired, cross-field rules on the second field, reactive…
Use when DataRaptor Transform operations are slow, hit governor limits, or use Apex where formula fields would suffice.
Use when designing or implementing proactive monitoring of Salesforce org-level limits such as API call consumption, storage usage, custom object counts, or platform event…
Polymorphic SOQL with TYPEOF: querying Task.WhatId, Task.WhoId, ContentDocumentLink.LinkedEntityId, FeedItem.ParentId; fallback to Type filters; indexing and selectivity.
Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding…
Use when calling AI models from Apex code — including the aiplatform.ModelsAPI External Services wrapper, Einstein Platform Services (Vision and Language), response parsing, token…
Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for CPQ flat-rate discounts (use revenue-cloud-cpq-setup).
Configure and manage NPSP Enhanced Recurring Donations (ERD): enable ERD mode, define schedule objects, configure installment behavior, set status automation thresholds, and…
Use when designing or troubleshooting Salesforce CPQ (SBQQ) quote templates: building template sections, configuring line columns, conditionally showing sections, generating…
Use when a BA or admin needs to document the Salesforce data model: creating field inventories, object relationship maps, ER diagrams, or analyzing field usage across objects.
Configuring Salesforce Omni-Channel routing from scratch or updating existing routing: enabling Omni-Channel, creating Service Channels, configuring Routing Configurations…
Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports.
Use when writing, reviewing, or debugging test classes for Salesforce CPQ (Steelbrick) functionality — including quote creation, price rules, contracting, ordering, and CPQ API…
Adopt sfdx-hardis for org monitoring, CI pipelines, and release automation. NOT for writing plugins to sfdx-hardis itself.
Use when an LWC needs to react to events that happen in another browser tab — record updates, login state, draft autosave, console-tab navigation.
Migrate classic Visualforce-based OmniScripts to LWC-based runtime with feature parity and regression testing. NOT for new OmniScript design.
Decide whether an existing Apex trigger should be rewritten as a Flow, and execute the migration safely.
Use when choosing between Custom Metadata Types and Custom Settings, understanding hierarchical vs list settings, deployment behavior, governor limit implications, or accessing…
Use when planning, reviewing, or troubleshooting Salesforce metadata releases and admin deployment processes.